Silver breaks through $90/oz: From commodity overheating to financial risk signals

ZkSnarker · 2026-01-14T07:40:11+00:00

Silver prices break through a new high of $90 per ounce, and the U.S. Mint suspends silver coin sales. Spot silver supply and demand have decoupled, and industry insiders expect prices may surge to $100. Rising risk aversion, dollar depreciation, and tight physical supply are driving prices higher, indicating that the market is facing systemic pressure and warrants attention.

ZkSnarker

2026-01-14 07:40:11

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【CryptoWorld】Silver prices just hit a new all-time high, breaking through the $90 per ounce mark. The U.S. Mint has suspended all silver coin sales due to extreme price volatility and difficulty in accurate pricing. This is no small matter — it indicates how far the market has come.

Interestingly, the supply and demand for spot silver have completely decoupled from the paper market. Major financial institutions and industry veterans are all making bullish statements, suggesting silver could surge to $100 per ounce. Industry leaders like the CEO of First Majestic Silver have been outspoken.

What is the logic behind this rally? Rising risk aversion, with investors seeking safe assets. At the same time, the Federal Reserve may cut interest rates, which would weaken the dollar’s purchasing power and boost the appeal of precious metals. Additionally, physical supply has been tightening, and industrial demand continues to grow. Multiple factors are stacking up, creating an upward momentum.

The key point is that this is not just hype; it’s a signal from the market — systemic pressure is building. From monetary policy to commodity markets, the chain reaction is worth watching closely.

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StopLossMaster

· 10h ago

Silver has already reached 90, and the mint has directly suspended sales. This guy is really panicking. If it’s decoupled to this extent, what’s the use of paper money? Can $100 really break? I’m a bit skeptical... But with the Fed cutting interest rates, money really becomes worthless.

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LiquiditySurfer

· 10h ago

Silver coins are all discontinued, and this wave of surfing is indeed fierce... If decoupling happens, it happens. Anyway, I've seen even more outrageous LP yields here. Will silver hit $100? The question is whether the liquidity depth is enough to support this increase. The spread between paper silver and spot silver still offers arbitrage opportunities. As soon as the Federal Reserve cuts interest rates, precious metals immediately surge. I've seen this logic before in DeFi, and it's a routine operation to optimize capital efficiency.

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SignatureCollector

· 10h ago

Silver sales have been paused, how crazy does it have to get for it to rise? Can $100 really be reached? Feels like everyone is numb to it. Federal Reserve rate cuts + supply shortages, this combination is truly unbeatable. The Mint's defenses are down, indicating the market has indeed changed. Why does it feel like everything is rising, but wages haven't moved... When supply and demand decouple, it's time to be cautious. I've seen this trick before. Silver at ninety dollars, has it really become a financial product?

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SadMoneyMeow

· 10h ago

Has silver already surged to 90? The mint has directly suspended sales, how crazy is that... It really has decoupled to this extent --- The Federal Reserve is about to cut interest rates, the dollar is depreciating, the logic makes sense. But that $100 mark, it feels a bit like speculation, right? --- Tight supply + industrial demand is still rising, is it a bit late to enter now... --- Decoupling is decoupling, anyway I can't precisely catch the bottom, I can only take a gamble --- Financial institutions are all talking about $100, listening to them now might be a bit risky... --- A new all-time high is just a signal? Or the start of a bubble? Hard to say --- The main reason is the rising demand for safe-haven assets, it feels like market sentiment is indeed a bit overheated --- The mint has suspended sales, what does that mean... Price trends have completely detached from reality

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liquidation_surfer

· 10h ago

Silver at $90 is really outrageous; the mint has even paused. Who would have thought? This time, it's truly detached from the physical asset; the paper currency market can't keep up. If $100 really breaks through, it would be embarrassing not to have some silver in hand.

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SillyWhale

· 10h ago

Silver has skyrocketed to 90? The Federal Reserve is about to cut deep... --- No wonder the Mint directly went bankrupt, this wave of market action is truly incredible --- The decoupling of spot prices from paper currency has been evident for a while, just waiting to hit 100 --- Such strong risk aversion? It feels like even crazier things are about to happen --- Tightening physical supply + industrial demand, I’m familiar with this double whammy against the dollar --- Wait a minute, silver is soaring so much, why haven't safe-haven assets like gold kept up? --- $100 is no longer a dream, it all depends on whether the Federal Reserve cuts interest rates or not --- Hold on, all precious metals are moving now, maybe it's time to stock up on something... --- The Mint can't hold on anymore, this means they’re serious this time --- Decoupling of supply and demand is outrageous, is paper money really going to disappear?

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